Dauch マネジメント
マネジメント 基準チェック /24
Dauchの CEO はDavid Dauchで、 Sep2012年に任命され、 の在任期間は 13.67年です。 の年間総報酬は$ 11.52Mで、 11%給与と89%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の1.06%を直接所有しており、その価値は$ 14.61M 。経営陣と取締役会の平均在任期間はそれぞれ8.9年と9.3年です。
主要情報
David Dauch
最高経営責任者
US$11.5m
報酬総額
| CEO給与比率 | 11.01% |
| CEO在任期間 | 13.7yrs |
| CEOの所有権 | 1.1% |
| 経営陣の平均在職期間 | 8.9yrs |
| 取締役会の平均在任期間 | 9.3yrs |
経営陣の近況
Recent updates
ナラティブ更新 • May 01
DCH: Dowlais Synergies And Auto Backdrop Will Support Future Margin Expansion
Analysts trimmed Dauch's average price target by about $1, while still highlighting factors such as revenue growth assumptions near 27%, profit margin expectations just above 4%, and a forward P/E framework around 12.6x. These revisions reflect updates tied to the Dowlais merger and recent industry research.
ナラティブ更新 • Apr 16
DCH: Dowlais Merger Synergies And Integration Risks Will Shape Forward Margin Path
Analysts have trimmed Dauch's fair value estimate by $1 to $6.0, reflecting recent price target cuts of around $1 per share across several firms, while still highlighting potential benefits from the Dowlais merger and supportive industry trends. Analyst Commentary Recent Street research around Dauch has centered on recalibrated price targets and how the Dowlais merger shapes the risk and reward profile.ナラティブ更新 • Apr 02
DCH: Dowlais Merger Synergies Will Drive Future Margin Expansion Potential
Narrative Update on Dauch The analyst price target for Dauch has moved to a range centered around $8 to $10, supported by analysts who cite a relatively de-risked valuation, comfort with margin targets, anticipated benefits from the Dowlais acquisition, and a more supportive North American auto backdrop, including a GM production boost viewed as incrementally positive. Analyst Commentary Recent Street research on Dauch centers on the merger with Dowlais, valuation support relative to earnings expectations, and the evolving backdrop for North American auto production.ナラティブ更新 • Mar 18
DCH: Dowlais Synergies And Auto Backdrop Will Drive Future Margin Expansion
Narrative Update on Dauch The updated analyst price target for Dauch now reflects a fair value estimate of $15.12, slightly below the prior $15.37. Analysts are factoring in more measured revenue growth assumptions alongside steady discount rates and modestly stronger margin expectations following recent Buy ratings and merger related commentary.ナラティブ更新 • Mar 04
DCH: Dowlais Synergies And Auto Backdrop Will Support Margin Expansion
The analyst price target for Dauch has reset toward the low teens at around $10 per share, as analysts factor in merger related synergy potential, supportive auto industry conditions and updated guidance that affects near term earnings expectations but still indicates a constructive margin and valuation story. Analyst Commentary Recent Street research on Dauch centers on how the merger with Dowlais, updated guidance and auto industry conditions line up with the current valuation around the low teens.ナラティブ更新 • Feb 18
DCH: Dowlais Synergies And Guidance Reset Will Support Higher Fair Value
Narrative Update on Dauch The consensus analyst price target for Dauch has shifted down by $2 to $10 as analysts factor in lower FY26 guidance tied to accounting adjustments and partial-year contributions from the Dowlais deal, while still highlighting a constructive view of the potential synergies. Analyst Commentary Recent Street research on Dauch points to a mixed but generally constructive tone, with bullish analysts focusing on execution around the Dowlais acquisition and potential value from synergies, even as near term guidance has been reset.ナラティブ更新 • Feb 04
AXL: Recent Buy Coverage And Strong Q3 Will Support Higher Fair Value
The analyst price target for Dauch has moved higher to reflect a fair value shift from about $10.40 to roughly $16.14, with analysts pointing to recent Buy initiations, successive price target increases and supportive quarterly commentary as key drivers of their updated assumptions. Analyst Commentary Recent Street research on Dauch highlights a cluster of bullish analysts increasing their price targets and initiating positive coverage.分析記事 • Jan 26
American Axle & Manufacturing Holdings, Inc.'s (NYSE:AXL) P/E Is Still On The Mark Following 28% Share Price Bounce
American Axle & Manufacturing Holdings, Inc. ( NYSE:AXL ) shareholders have had their patience rewarded with a 28...ナラティブ更新 • Jan 21
AXL: Strong Q3 And 2026 Outlook Will Support Higher Fair Value
Analysts have lifted their price target for American Axle & Manufacturing Holdings to about US$10.40 from US$8.50, citing updated views on fair value supported by recent research that points to steady revenue assumptions, higher projected profit margins, and a slightly lower future P/E multiple following solid Q3 results, a modest 2025 EBITDA guidance adjustment, and reassuring 2026 commentary. Analyst Commentary Recent Street research points to a more constructive tone around American Axle & Manufacturing Holdings, with bullish analysts lifting price targets after the latest Q3 print, updated 2025 EBITDA guidance, and management's 2026 commentary.ナラティブ更新 • Jan 07
AXL: Strong Q3 And 2025 EBITDA Guidance Will Support Higher Fair Value
Analysts have nudged their fair value estimate for American Axle & Manufacturing Holdings higher to US$8.50 from US$8.00, citing recent Q3 results, a modest upward tweak to 2025 EBITDA guidance, and steady 2026 commentary as support for the new target. Analyst Commentary Bullish analysts are pointing to American Axle & Manufacturing Holdings' recent Q3 showing, the updated 2025 EBITDA guidance, and steady 2026 commentary as key reasons to revisit valuation expectations.ナラティブ更新 • Dec 17
AXL: Strong Q3 And Deal Progress Will Face Execution Tests
Analysts have lifted their price target on American Axle & Manufacturing Holdings by approximately $0.80 to about $7.20 per share, citing a stronger fair value outlook supported by robust Q3 performance, higher projected revenue growth and margins, and modestly richer future valuation multiples. Analyst Commentary Bearish analysts acknowledge that the revised $7.20 price target reflects a stronger near term backdrop, but continue to frame the name as a Hold, signaling lingering skepticism around the durability of recent operational improvements.分析記事 • Dec 10
Is American Axle & Manufacturing Holdings (NYSE:AXL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 • Dec 03
AXL: Medium-Term Outlook Will Improve With Dowlais Deal And Stronger 2026 Guidance
Analysts have raised their price target on American Axle & Manufacturing Holdings to $7.20 from $6.20, citing a strong third quarter, a modest upward revision to 2025 EBITDA guidance, and reassuring commentary on the 2026 outlook. Analyst Commentary Bullish analysts view the raised price target as a reflection of improving execution and greater confidence in the company’s medium term growth trajectory, particularly following the stronger than expected third quarter performance.ナラティブ更新 • Nov 19
AXL: Medium-Term Outlook Will Strengthen Following Dowlais Deal And North America Demand
Analysts have increased their price target for American Axle & Manufacturing Holdings by approximately $1. They cite the company's strong quarterly performance, improved guidance, and expectations of increased vehicle production in North America.ナラティブ更新 • Nov 03
AXL: Dowlais Deal Will Shape Path As ICE Shift Risks Remain
Analysts have raised the price target for American Axle & Manufacturing Holdings from $6 to $8. They cite improving North American vehicle production forecasts and the strategic value of the Dowlais acquisition as key drivers for the upgrade.分析記事 • Oct 29
Is Now The Time To Look At Buying American Axle & Manufacturing Holdings, Inc. (NYSE:AXL)?
While American Axle & Manufacturing Holdings, Inc. ( NYSE:AXL ) might not have the largest market cap around , it...ナラティブ更新 • Oct 20
Dowlais Acquisition And EV Win Will Drive Future Resilience
Analysts have raised their price target for American Axle & Manufacturing Holdings from $6.40 to $6.84 per share. This increase is due to improved vehicle production forecasts, a strategically significant acquisition, and expectations for higher valuation multiples.Seeking Alpha • Sep 15
American Axle & Manufacturing: Stagnation Ahead Of The Dowlais Deal Closing
Summary American Axle & Manufacturing Holdings, Inc. faces ongoing challenges from reliance on combustion engines, high debt, and underwhelming electrification progress. AXL's merger with Dowlais aims to diversify its business, reduce GM reliance, and double pro forma revenue to $12 billion. Despite modest deleveraging and improved EBITDA, 2025 guidance remains soft due to lower production volumes and tariffs. I maintain a neutral, wait-and-see stance on AXL until the Dowlais deal closes and its impact becomes clearer. Read the full article on Seeking Alphaナラティブ更新 • Sep 05
Dowlais Acquisition And EV Win Will Drive Future Resilience
Despite secular headwinds from the shift away from internal combustion engines, analysts view the Dowlais acquisition and robust North American vehicle production as positive catalysts for American Axle’s long-term value, keeping the consensus price target unchanged at $6.41. Analyst Commentary Bullish analysts see the Dowlais acquisition as both financially and strategically attractive, viewing it as a transformational deal that can drive long-term value.分析記事 • Aug 12
American Axle & Manufacturing Holdings, Inc. (NYSE:AXL) Stock Catapults 26% Though Its Price And Business Still Lag The Industry
NYSE:AXL 1 Year Share Price vs Fair Value Explore American Axle & Manufacturing Holdings's Fair Values from the...分析記事 • Aug 11
American Axle & Manufacturing Holdings, Inc. Just Recorded A 57% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders will be ecstatic, with their stake up 21% over the past week following American Axle & Manufacturing...分析記事 • Aug 05
Does American Axle & Manufacturing Holdings (NYSE:AXL) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 15
Returns On Capital At American Axle & Manufacturing Holdings (NYSE:AXL) Paint A Concerning Picture
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...分析記事 • May 06
American Axle & Manufacturing Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of American Axle & Manufacturing Holdings, Inc. ( NYSE:AXL ) will be pleased this week, given that the...分析記事 • Apr 25
We Think Some Shareholders May Hesitate To Increase American Axle & Manufacturing Holdings, Inc.'s (NYSE:AXL) CEO Compensation
Key Insights American Axle & Manufacturing Holdings' Annual General Meeting to take place on 1st of May Total pay for...分析記事 • Mar 31
American Axle & Manufacturing Holdings (NYSE:AXL) Has Some Way To Go To Become A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Feb 21
Why American Axle & Manufacturing Holdings' (NYSE:AXL) Earnings Are Better Than They Seem
Investors signalled that they were pleased with American Axle & Manufacturing Holdings, Inc.'s ( NYSE:AXL ) most recent...Seeking Alpha • Feb 04
American Axle & Manufacturing: Facing Problems Together With Dowlais
Summary American Axle & Manufacturing has consistently underperformed due to reliance on internal combustion engines and high debt, despite non-demanding valuations. The company is merging with UK-based Dowlais Group to tackle industry transitions and diversify, growing to $12 billion in combined sales. The merger aims for $300 million in synergies and a 2.5 times leverage ratio, but faces challenges due to modest earnings-to-EBITDA ratios. While the merger offers growth and diversification, I remain cautious due to past uneven performance and industry disruptions. Read the full article on Seeking Alpha分析記事 • Jan 20
Is American Axle & Manufacturing Holdings (NYSE:AXL) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Dec 17
American Axle & Manufacturing Holdings (NYSE:AXL) Has More To Do To Multiply In Value Going Forward
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Dec 08
American Axle: Extremely Undervalued Business Participating In The Electrification Boom
Summary American Axle & Manufacturing is investing heavily in R&D for vehicle electrification, positioning itself to benefit from the market's 9% CAGR growth. Despite revenue concentration risks, AXL's stable cash flow, positive net income, and undervaluation at 1.7x FWD cash flow make it a buy. AXL's ongoing debt reduction and substantial cash reserves enhance its stock valuation, with potential price targets ranging from $8 to $16 per share. Challenges include significant debt, dependency on key clients like GM, and potential adverse changes in governmental policies and market conditions. Read the full article on Seeking Alpha分析記事 • Nov 26
Should You Investigate American Axle & Manufacturing Holdings, Inc. (NYSE:AXL) At US$6.82?
American Axle & Manufacturing Holdings, Inc. ( NYSE:AXL ), might not be a large cap stock, but it led the NYSE gainers...Seeking Alpha • Oct 16
American Axle & Manufacturing: 7.6% Yielding Long-Term Debt Attractive For Income Investors
Summary American Axle has shown solid financial results, increasing net sales by over $175 million and maintaining steady operating cash flow, despite industry pressures. The company is effectively managing its debt, using free cash flow to pay down foreign credit facilities and debt maturing in 2026. Risks include a potential drop in automotive demand, but AXL's expanding gross margin and debt reduction efforts provide a buffer against downturns. The decline in bond prices offers a great entry point for income investors, with the 2028 bonds providing a higher income yield, but 2029 bonds providing a higher yield to maturity. Read the full article on Seeking Alpha分析記事 • Sep 18
Does American Axle & Manufacturing Holdings (NYSE:AXL) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
新しいナラティブ • Sep 17
AAM's Calculated Electrification And Operational Excellence Propel Market Position And Revenue Growth
AAM's focus on operational improvement and managing inflation-related challenges hints at future margin enhancements through cost reduction and efficiency gains.分析記事 • Aug 12
Earnings Beat: American Axle & Manufacturing Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
American Axle & Manufacturing Holdings, Inc. ( NYSE:AXL ) investors will be delighted, with the company turning in some...分析記事 • Aug 08
There Is A Reason American Axle & Manufacturing Holdings, Inc.'s (NYSE:AXL) Price Is Undemanding
When close to half the companies operating in the Auto Components industry in the United States have price-to-sales...Seeking Alpha • Aug 04
American Axle & Manufacturing Holdings: Getting Close To An Upgrade
Summary American Axle & Manufacturing is a value investing opportunity with potential for growth and cheap shares. Despite a recent decline in the price of shares, the company's financial results show positive revenue and profitability trends. High debt levels are a concern, but management's focus on debt reduction and positive cash flows make the company an attractive buy. Read the full article on Seeking Alpha分析記事 • Jun 14
Is American Axle & Manufacturing Holdings (NYSE:AXL) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • May 13
American Axle & Manufacturing: Growing Vehicle Production Volume Offset By Low Margins
Summary American Axle & Manufacturing has shown strong net sales growth over the past three years, but profit margins have been under pressure. In 1Q24, AXL reported strong top-line growth and expanded profit margins year-over-year, providing some relief. For 2024, light vehicle production is anticipated to grow. In addition, AXL secured new business wins in the quarter. These are expected to bolster its growth outlook. Although margins showed signs of recovery in 1Q24, it is too early to come to a conclusion. Additionally, its current net margin is low, which does not provide sufficient buffer during tough economic conditions. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Dec 31 2025 | US$12m | US$1m | -US$20m |
| Sep 30 2025 | n/a | n/a | US$40m |
| Jun 30 2025 | n/a | n/a | US$41m |
| Mar 31 2025 | n/a | n/a | US$21m |
| Dec 31 2024 | US$11m | US$1m | US$34m |
| Sep 30 2024 | n/a | n/a | US$28m |
| Jun 30 2024 | n/a | n/a | US$1m |
| Mar 31 2024 | n/a | n/a | -US$9m |
| Dec 31 2023 | US$12m | US$1m | -US$34m |
| Sep 30 2023 | n/a | n/a | -US$1m |
| Jun 30 2023 | n/a | n/a | US$42m |
| Mar 31 2023 | n/a | n/a | US$56m |
| Dec 31 2022 | US$13m | US$1m | US$62m |
| Sep 30 2022 | n/a | n/a | US$4m |
| Jun 30 2022 | n/a | n/a | -US$24m |
| Mar 31 2022 | n/a | n/a | -US$30m |
| Dec 31 2021 | US$11m | US$1m | US$6m |
| Sep 30 2021 | n/a | n/a | US$86m |
| Jun 30 2021 | n/a | n/a | US$201m |
| Mar 31 2021 | n/a | n/a | -US$23m |
| Dec 31 2020 | US$9m | US$992k | -US$561m |
| Sep 30 2020 | n/a | n/a | -US$1b |
| Jun 30 2020 | n/a | n/a | -US$1b |
| Mar 31 2020 | n/a | n/a | -US$1b |
| Dec 31 2019 | US$8m | US$1m | -US$484m |
報酬と市場: Davidの 総報酬 ($USD 11.52M ) は、 US市場 ($USD 5.52M ) の同規模の企業の平均を上回っています。
報酬と収益: Davidの報酬は増加しましたが、会社は利益を上げていません。
CEO
David Dauch (60 yo)
13.7yrs
在職期間
US$11,520,501
報酬
Mr. David Charles Dauch is Director at United States-Mexico Chamber of Commerce. Mr. Dauch is Independent Director of Terex Corporation from February 02, 2026. Mr. Dauch served as Independent Director of R...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 13.7yrs | US$11.52m | 1.06% $ 14.6m | |
| Executive VP & CFO | 10.8yrs | US$3.49m | 0.20% $ 2.7m | |
| Senior VP and Chief of Staff | less than a year | US$2.55m | 0.085% $ 1.2m | |
| President of Driveline | less than a year | US$3.57m | 0.12% $ 1.6m | |
| Chief Accounting Officer | 7yrs | データなし | データなし | |
| Chief Information Officer & VP | 13.3yrs | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Chief Compliance Officer & Corporate Secretary | 14.3yrs | データなし | データなし | |
| Acting General Counsel | no data | データなし | データなし | |
| Vice President of Marketing & Communications | no data | データなし | データなし | |
| President of Metal Forming | less than a year | データなし | 0.023% $ 312.9k | |
| President of Forgings | no data | データなし | データなし |
8.9yrs
平均在職期間
59yo
平均年齢
経験豊富な経営陣: DCHの経営陣は経験豊富で経験豊富です（平均在職期間は8.9年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 17.1yrs | US$11.52m | 1.06% $ 14.6m | |
| Lead Independent Director | 15.3yrs | US$330.90k | 0.011% $ 157.8k | |
| Independent Director | 13.3yrs | US$261.40k | 0% $ 0 | |
| Independent Director | 21.3yrs | US$285.40k | 0.018% $ 250.0k | |
| Independent Director | 2.2yrs | US$260.40k | 0.0087% $ 118.9k | |
| Independent Director | 7.5yrs | US$260.40k | 0% $ 0 | |
| Independent Director | 7.5yrs | US$260.40k | 0.059% $ 814.8k | |
| Independent Director | 11.1yrs | US$271.80k | 0.0017% $ 23.2k | |
| Independent Director | 11.1yrs | US$270.90k | 0.011% $ 147.9k | |
| Independent Director | less than a year | データなし | 0.00045% $ 6.2k | |
| Independent Director | 1.2yrs | US$237.08k | データなし | |
| Director | less than a year | US$45.83k | 0.015% $ 202.9k |
9.3yrs
平均在職期間
68yo
平均年齢
経験豊富なボード: DCHの 取締役会 は 経験豊富 であると考えられます ( 9.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 04:07 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dauch Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Brian Johnson | Barclays |
| Dan Levy | Barclays |
| James Picariello | BNP Paribas |